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Susan Macfarland Helton

Investment Advisor Representative at Sigma Planning Corporation

  • LinkedIn

Email Email: c****@bowmanasset.com

phone noPhone Number: (***)-***-****

Since 1997, I’ve built a foundation in providing financial strategies for professionals and small business owners. I guide my clients through wealth management, retirement, college savin...

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SIGMA PLANNING CORPORATION

SIGMA PLANNING CORPORATION

  • description Description
    Bowman Asset Management provides wealth management services to executives, professionals, and small business owners. Focusing on retirement income planning, wealth preservation, and tax-effic...

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  • Employees count Employees 1-10
  • Revenue Revenue 25 Million to 50 Million
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Sigma Planning Corporation Org Chart and Mapping

Employees

Jonathan Rowland

Investment Advisor Representative

Alex Cruz

Investment Adviser Representative

Patrick Shope

Certified Wealth Strategist® | Investment Advisor | Fee-Only Financial Advisor

Bud Aif®

Investment Advisor Representative

Aif® Alan Bau

Investment Advisor Representative (719) 527-9500

Susan Macfarland-Helton

Investment Advisor Representative

Frequently Asked Questions Regarding Susan Macfarland-Helton

Answer: Susan Macfarland Helton works for Sigma Planning Corporation as Investment Advisor Representative

Answer: Susan Macfarland Helton’s role in Sigma Planning Corporation is Investment Advisor Representative

Answer: Susan Macfarland Helton's email address is c***@gmail.com

Answer: Susan Macfarland Helton's business email address is c****@bowmanasset.com

Answer: Susan Macfarland Helton’s direct phone number is (***)-***-****

Answer: Susan Macfarland Helton works in the industry of: Financial Services

Answer: Susan Macfarland Helton is the current Investment Advisor Representative at Sigma Planning Corporation.... Read More

Answer: Susan Macfarland Helton works Sigma Planning Corporation located at 833 Laurence Ave, Jackson, Michigan, 49202, United States

Answer: Sigma Planning Corporation's Investment Advisor Representative is Susan Macfarland Helton

Answer: Susan Macfarland-Helton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@bowmanasset.com

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